WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 177 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,447,396 | +1.8% | 107,153 | +5.0% | 0.06% | 0.0% |
| Q2 2023 | $6,335,974 | +4.5% | 102,045 | +2.0% | 0.06% | -4.5% |
| Q1 2023 | $6,064,417 | +1.9% | 100,089 | +2.0% | 0.07% | +24.5% |
| Q4 2022 | $5,952,979 | -99.9% | 98,153 | -44.6% | 0.05% | +3.9% |
| Q3 2022 | $4,811,807,000 | +99010.3% | 177,166 | +111.3% | 0.05% | +2.0% |
| Q2 2022 | $4,855,000 | -2.8% | 83,838 | +8.3% | 0.05% | -3.8% |
| Q1 2022 | $4,996,000 | +8.5% | 77,383 | +8.8% | 0.05% | +10.6% |
| Q4 2021 | $4,604,000 | +14.9% | 71,113 | +108.4% | 0.05% | +17.5% |
| Q3 2021 | $4,006,000 | +1.4% | 34,121 | +2.3% | 0.04% | -11.1% |
| Q2 2021 | $3,950,000 | +10.0% | 33,340 | +5.0% | 0.04% | -2.2% |
| Q1 2021 | $3,590,000 | +10.6% | 31,756 | +1.9% | 0.05% | +21.1% |
| Q4 2020 | $3,246,000 | -99.9% | 31,153 | +7.3% | 0.04% | -25.5% |
| Q3 2020 | $2,733,000,000 | – | 29,039 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 280,938 | $16,269,000 | 13.87% |
| 626 Financial, LLC | 309,238 | $17,901,000 | 13.57% |
| Melone Private Wealth, LLC | 100,550 | $5,893,000 | 4.99% |
| Arrow Investment Advisors, LLC | 95,427 | $5,527,000 | 4.42% |
| Connecticut Wealth Management, LLC | 539,572 | $31,247,000 | 2.73% |
| Avant Capital LLC | 23,431 | $1,357,000 | 1.76% |
| Capital Advisory Group Advisory Services, LLC | 32,872 | $1,994,000 | 1.19% |
| S.C. Financial Services, Inc. | 11,254 | $652,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,344 | $1,004,000 | 0.92% |
| Dorsey Wright & Associates | 49,019 | $2,839,000 | 0.83% |